Filed April 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $183,603 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $51,514 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $37,451 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $25,502 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $22,542 |
LEGAL & GENERAL INVESTMENT4 years Service code 28 · EIN 20-8058531 | Investment Management | $22,251 |
Filed as: METLIFE INVESTMENT Service code 28 · EIN 82-2405817 | Investment Management | $16,829 |
L & S VENTURES LLC4 years Filed as: L&S VENTURES Service code 17 · EIN 75-3238476 | Pension Consulting | $11,891 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 6.79% | 10.25%-3.5pp | 35.16%-28.4pp | 22.81%-16.0pp |
| Employer contribution / active EE | $0 | $45,684-100.0% | $46,401-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |